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Hedge Funds Similar to Signature Wealth Partners,

13F Portfolio OverlapQ1 2026Signature Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Signature Wealth Management Partners, LLC is an institutional investor managing $199M across 116 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Signature Wealth Partners, are Accel Wealth, Lionshead Wealth ,, IVC Wealth Advisors, with shared positions in $JHG, $DE, $NEM, $AGQ, $IBM, $PLTR. The full ranking of 25 similar funds is below.

#1Accel Wealth ManagementPassive
Notable overlap · 6 shared positions
$JHG$DE$NEM$AGQ$IBM$PLTR
$383M
290 positions
#2Lionshead Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$JHG$__PARK_1390777$PEG$PLTR
$136M
108 positions
#3IVC Wealth Advisors LLCPassive
Notable overlap · 4 shared positions
$JHG$NEM$AME$IBM
$230M
173 positions
#4Dynamic Financial GroupActive
Notable overlap · 4 shared positions
$JHG$T$DE$MO
$122M
69 positions
#5Medallion Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$JHG$AME$T
$306M
1,121 positions
#6Destiny Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$JHG$DOV$CRWD$PLTR
$914M
1,148 positions
#7Tower Wealth Partners, Inc.Active
Notable overlap · 4 shared positions
$JHG$T$AGQ$IBM
$181M
87 positions
#8ALLIANZ SEActive
Notable overlap · 3 shared positions
$JHG$NEM$PM
$9.0B
473 positions
#9First Financial Group CorpActive
Notable overlap · 4 shared positions
$JHG$CRWD$NEE$IBM
$122M
80 positions
#10Prasad Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$JHG$AGQ$IBM$PLTR
$367M
146 positions
#11PARTNERS WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$JHG$T$PM$AGQ$MO
$97M
109 positions
#12Comprehensive Financial Planning, Inc./PAPassive
Notable overlap · 3 shared positions
$JHG$CRWD$PLTR
$144M
387 positions
#13Seed Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$JHG$DE$PLTR
$145M
98 positions
#14IFC & Insurance Marketing, Inc.Active
Notable overlap · 3 shared positions
$JHG$CRWD$PLTR
$96M
72 positions
#15PFS Partners, LLCActive
Notable overlap · 3 shared positions
$JHG$T$IBM
$218M
590 positions
#16BARINGS LLCActive
Notable overlap · 3 shared positions
$JHG$DOV$NEM
$6.2B
179 positions
#17MJP ASSOCIATES INC /ADVPassive
Notable overlap · 3 shared positions
$JHG$AGQ$IBM
$824M
231 positions
#18TRAPHAGEN INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$JHG$PEG$T
$1.2B
207 positions
#19Drake & Associates, LLCActive
Notable overlap · 3 shared positions
$JHG$AME$PEG
$525M
97 positions
#20Orion Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$IBM$PLTR
$290M
485 positions
#21Generation Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$AGQ$PM
$137M
74 positions
#22MRA Advisory GroupPassive
Notable overlap · 3 shared positions
$JHG$PEG$PLTR
$245M
142 positions
#23Bridgewealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$JHG$T$MLM
$482M
135 positions
#24Northwest Financial AdvisorsPassive
Notable overlap · 3 shared positions
$JHG$AGQ$IBM
$52M
66 positions
#25CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$JHG$AGQ$IBM$DOV
$648M
134 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.